Clients do not always report all their wealth information to their advisor. The advisor therefore risks providing advice on the basis of partial, incomplete or erroneous information.
The solution Efficience ®provides
Efficience® provides the clients with a wealth analysis that will encourage them to provide complete and correct information. Intuitively, they will answer questions in detail, which will result in a faithful representation of their assets allowing an exact planning calculation.
Get a graphical analysis of all or part of the wealth of your clients, their family members or their companies.
Access the detailed information of their assets: general description, type of assets (e.g. division) and analysis of the charges and income they generate
Centralise, organise and comment on important documents related to your clients' wealth in a secure digital safe.
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